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TDF

Templeton Dragon Fund

50 hedge funds and large institutions have $216M invested in Templeton Dragon Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4850 (+2)

1.43% more ownership

Funds ownership: 74.07%75.5% (+1.4%)

1% less capital invested

Capital invested by funds: $219M → $216M (-$3.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$97.9M +$2.38M +209,312 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$31.9M +$478K +41,989 +2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.2M -$440K -38,654 -2%
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3M +$822K +72,188 +5%
KIM
5
Karpus Investment Management
New York
$9.64M -$111K -9,725 -1%
SCM
6
Saba Capital Management
New York
$6.07M
UCI
7
Uncommon Cents Investing
Wisconsin
$6.03M +$62.2K +5,465 +1%
MC
8
Matisse Capital
Oregon
$3.85M
Raymond James Financial
9
Raymond James Financial
Florida
$3.82M +$89.3K +7,841 +2%
Morgan Stanley
10
Morgan Stanley
New York
$3.52M -$569K -49,938 -14%
1WA
11
180 Wealth Advisors
Washington
$3.35M +$426K +37,445 +14%
Bank of America
12
Bank of America
North Carolina
$2.88M +$53.3K +4,685 +2%
1CP
13
1607 Capital Partners
Virginia
$1.84M +$627K +55,093 +51%
SFS
14
Shaker Financial Services
Virginia
$1.17M -$607K -53,267 -34%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$854K +$31.9K +2,800 +4%
Cohen & Steers
16
Cohen & Steers
New York
$788K +$228K +20,000 +40%
WAM
17
Wolverine Asset Management
Illinois
$694K +$702K +61,673 New
AFG
18
Atomi Financial Group
New York
$679K +$25.5K +2,241 +4%
Ameriprise
19
Ameriprise
Minnesota
$560K +$426K +37,380 +303%
QC
20
Quantedge Capital
Singapore
$426K -$19.4K -1,700 -4%
CL
21
CSS LLC
Illinois
$335K
Wells Fargo
22
Wells Fargo
California
$319K -$8.13K -714 -2%
Stifel Financial
23
Stifel Financial
Missouri
$266K -$7.84K -689 -3%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$257K
UBS Group
25
UBS Group
Switzerland
$244K +$4K +351 +2%

TDF Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Templeton Dragon Fund (TDF) for Q4 2025, worth a combined $216M — down 1.5% from $219M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TDF positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.38M. The largest seller was Newbridge Financial Services Group, exiting entirely with an estimated $677K sold.

  • 50 institutional investors held Templeton Dragon Fund (TDF) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $216M of Templeton Dragon Fund stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 6 funds opened new Templeton Dragon Fund positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Templeton Dragon Fund buyer in Q4 2025 was City of London Investment Management, an estimated $2.38M added.
  • The largest Templeton Dragon Fund seller in Q4 2025 was Newbridge Financial Services Group, an estimated $677K sold.

Based on aggregated 13F filings for Q4 2025.